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GANIM PRIVATE WEALTH
Legal name: GFS WEALTH MANAGEMENT ADVISORS, INC.
CRD 285679File 801-120943
APPROVED
Retail clients
Filing as of Apr 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$238.6M
Below cohort median (national)
Discretionary AUM
$238.6M
Clients
50
22 accounts
Employees
4
Bottom 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 23, 2021
- Principal office
- 2 ENTERPRISE DRIVE, SUITE 305, SHELTON, CT, 06484
- Phone
- (203) 335-0851
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $238.6M
- Discretionary AUM
- $238.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 22
- Non-discretionary accounts
- 0
- Total accounts
- 22
- AUM per client
- $4.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $49.5M |
| Pension and profit sharing plans | Fewer than 5 | $188.0M |
| Individuals (other than high net worth individuals) | 48 | $1.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 6 | 4 | decreased by2 |
| Apr 1, 2026 | Clients | 85 | 50 | decreased by35 |
| Apr 1, 2026 | AUM | $261,980,766 | $238,639,022 | decreased by$23,341,744 |
| Apr 1, 2026 | Accounts | 42 | 22 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 131 | 85 | decreased by46 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $136,120,503 | $261,980,766 | increased by$125,860,263 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 226 | 42 | decreased by184 |
| Jun 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Clients | 198 | 131 | decreased by67 |
| Apr 1, 2022 | AUM | $119,688,797 | $136,120,503 | increased by$16,431,706 |
| Apr 1, 2022 | Accounts | 198 | 226 | increased by28 |
| Nov 1, 2021 | Employees | 7 | 6 | decreased by1 |
| May 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GANIM PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GANIM PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.